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IKSTX vs UVAIX
IKSTX vs UVAIX Comparison
Open Charts IKSTX vs UVAIX
Carret Kansas Tax Exempt Bond Fund A
Price$10.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets123.1M
Victory VA Bond Institutional
Price$10.07
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets471.33M
IKSTX vs UVAIX Comparison Chart in %
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IKSTX vs. UVAIX commentary
Jul 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IKSTX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 471M vs. IKSTX (123M). UVAIX pays higher dividends than IKSTX: UVAIX (3.19) vs IKSTX (1.95). IKSTX was incepted earlier than UVAIX: IKSTX (23 years) vs UVAIX (5 years). IKSTX (0.99) is less costly to investors than UVAIX (0.59). IKSTX is a more actively managed with annual turnover of: 10.00 vs. UVAIX (6.00). IKSTX has a lower initial minimum investment than UVAIX: IKSTX (5000) vs UVAIX (1000000). IKSTX annual gain was more profitable for investors over the last year : 2.89 vs. UVAIX (-0.80). UVAIX return over 5 years is better than : 1.07 vs. IKSTX (-1.35).
| IKSTX | UVAIX | IKSTX / UVAIX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.59 | 168% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 1.063 | -2.182 | -49% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 471M | 26% |
| Annual Yield % from dividends | 1.95 | 3.19 | 61% |
| Returns for 1 year | 2.89 | -0.80 | -363% |
| Returns for 3 years | 5.43 | 5.51 | 99% |
| Returns for 5 years | -1.35 | 1.07 | -126% |
| Returns for 10 years | 10.44 | N/A | - |
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